Last updated 2026-07-05

51 Wealth Management Jobs in San Diego, CA, United States

Browse 51 Wealth Management jobs across San Diego, CA, United States. Listings are updated hourly and include salary data where available.

Snapshot updated 40m ago

Page 1

001 The Northern Trust Company

Jul 2
Sr. investment Associate
San Diego, CA, United States senior Full Time $85.3k-145.1k/yr
  • Works independently to support the investment management clients and Investment Advisors.
  • Formulates recommendations proactively to support the Investment Advisors.

Wells Fargo

Jul 2
Personal Banker East San Diego
El Cajon, CA, United States mid Full Time
  • You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consi…
  • As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility,…

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LPL Financial Corp

Jul 1
Associate Supervision Professional
San Diego, CA, United States entry Full Time $23.22-38.67/hr
  • Act as the primary advisor-facing contact for supervision technology and regulatory guidance, supporting 100+ advisors while delivering a c…
  • Identify process improvement opportunities that enhance advisor experience, operational efficiency, and support continuous improvement init…

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LPL Financial

Jul 1
Associate Supervision Professional
San Diego, CA, United States entry Full Time $23.22-38.67/hr
  • Act as the primary advisor-facing contact for supervision technology and regulatory guidance, supporting 100+ advisors while delivering a c…
  • Identify process improvement opportunities that enhance advisor experience, operational efficiency, and support continuous improvement init…

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Candidate Experience site

Jun 30
Senior Client Services Representative
San Diego, CA, United States senior
  • This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transact…
  • Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client’s Quarterly/Annual Re…

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Mission Fed

Jun 30
Chula Vista - Relationship Banker
Chula Vista, CA, United States mid $23-26/hr
  • Sales or relationship-building experience in a financial services environment.
  • As a Financial Services Representative (Relationship Banker for external postings) , you'll serve as a trusted financial partner for our…

00015 Ameriprise Financial Services, LLC.

Jun 30
Registered Client Service Associate
San Diego, CA, United States entry Full Time $32.21-44.27/hr
  • As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials…
  • Key Responsibilities Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing…

Ameriprise Financial

Jun 30
Registered Client Service Associate
San Diego, CA, United States entry Full Time $32.21-44.27/hr
  • As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials…
  • Key Responsibilities Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing…

Bank of Montreal

Jun 29
Associate Banker
San Diego, CA, United States entry Full Time $41.7k-50.5k/yr
  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide…
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in…

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412181101 CoreLogic Credco, LLC

Jun 25
Sr. Professional, Client Account Services
San Diego, CA, United States senior Full Time
  • With all levels of client management, including department heads and executives, and lead sections of Client Advisory Council meetings.
  • Cross-Functional Collaboration: Partner directly with Sales, Product, Loan Boarding, Customer Care, and Research teams to ensure swift reso…

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

Jun 24
Advisor Development Program - Financial Solutions Advisor Trainee...
San Diego, CA, United States entry Full Time $28.85-33.65/hr
  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Role Specifics: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your…

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Bank of America

Jun 24
Advisor Development Program - Financial Solutions Advisor Trainee...
San Diego, CA, United States entry Full Time $28.85-33.65/hr
  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Role Specifics: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your…

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Fidelity Investments Careers

Jun 23
Financial Consultant - San Diego, CA
San Diego, CA, United States mid $60k-75k/yr
  • Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Category: Sales.
  • The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your custome…

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GoldBook Financial

Jun 15
Financial Advisor
San Diego, CA, United States mid Full Time $50k-150k/yr
  • Financial Freedom: Unlock earning potential through commission and fee-based compensation, lucrative bonuses, recurring income and transiti…
  • Collaborate with our expert planning and wealth management teams to deliver superior results and financial outcomes for clients.

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Marsh

Jun 11
Retirement Analyst
San Diego, CA, United States entry $41.2k-76.8k/yr
  • Essential Duties & Responsibilities Assist Client Executives, Principals and/or Client Managers with retirement plan provider selection for…
  • Maintain and organize the customer relationship management system, Salesforce. .

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Citizensbank

Jun 2
Wealth and Asset Management Jobs in San Diego at Citizens
San Diego, CA, United States mid
  • Wealth Management Careers Elevate your career as part of our growing Wealth Management and Private Banking team.
  • Transforming Data & Analytics at Citizens If you embrace a 'test and learn' mentality and crave a culture that invests…

Corient Services LLC

Jun 2
Associate, Personal CFO
San Diego, CA, United States entry Full Time $76k-114k/yr
  • Responsibilities Performing bookkeeping functions on a daily, weekly, monthly basis; Vendor maintenance - creating and modifying existing v…
  • We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an…

94-1687665 Bank of America, National Association

May 29
Relationship Banker - San Diego North
El Cajon, CA, United States mid Full Time $25-27.88/hr
  • Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
  • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

Focus Financial Partners

May 27
Manager, Advisory Leadership Team
San Diego, CA, United States mid $135k-175k/yr
  • Position Summary Focus Partners Wealth is seeking a Manager, Advisory Leadership Team.
  • The Manager, Advisory Leadership Team supports and develops Associate Wealth Advisors (AWAs) while driving the execution of key business st…

Focus Partners Wealth

May 27
Manager, Advisory Leadership Team
San Diego, CA, United States mid $135k-175k/yr
  • The Manager, Advisory Leadership Team supports and develops Associate Wealth Advisors (AWAs) while driving the execution of key business st…

City National Bank

May 21
Manager Branch II
San Diego, CA, United States mid Full Time $87k-139.0k/yr
  • Project & Change Management – ability to balance conflicting priorities, using strong time management and organizational skills, ensuring b…
  • Business & Risk Management – remain updated on CNB’s policies and procedures & train branch staff to ensures adherence; foster…

Mercer Advisors

May 20
Wealth Advisor, Guided Investing (San Diego, CA)
San Diego, CA, United States mid $85k/yr
  • Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practi…
  • Key Responsibilities and Duties Partners with affluent clients to identify their financial goals, analyze their financial landscape and dev…

105 AllianceBernstein LP.

May 19
Private Wealth Associate
San Diego, CA, United States entry Full Time $72k-77k/yr
  • This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets posit…
  • Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relatio…

Mariner

May 19
Wealth Advisor
San Diego, CA, United States mid Full Time $90k-135k/yr
  • Responsibilities Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients Prepare thoughtf…
  • A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally…

Andersen

May 14
Senior Manager - Private Client Services
San Diego, CA, United States senior Full Time $175k-210k/yr
  • The Role Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of…
  • Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectiv…

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